Editorial AMD is Becoming a Software Company. Here's the Plan

[the54thvoid]

All fun and game until you see that AMD is almost out of free cash flow, meanwhile Nvidia is on a different planet
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Or AMD could have reserved some money paying their beta testers ¯\_(ツ)_/¯

Your response does absolutely nothing to address my reply to your initial post, which pretty much shows how much you're trolling here. You laughed at AMD for buying companies, yet Nvidia does the same, but somehow, it flies under your pro NV radar.

I've replied as a member, so I'll take no action as a moderator. I've made my point, so now I'll just observe.

 

[nguyen]

Your response does absolutely nothing to address my reply to your initial post, which pretty much shows how much you're trolling here. You laughed at AMD for buying companies, yet Nvidia does the same, but somehow, it flies under your pro NV radar.

I've replied as a member, so I'll take no action as a moderator. I've made my point, so now I'll just observe.

Nvidia failed fo acquire ARM for 40 bil usd = good for consumers

AMD bought Xilinx for 50bil usd = somehow great for consumers

Oh well let see if AMD has any money left investing in the PC softwares space for the forseeable future, like the title of the thread is suggesting.

Oh btw you brought Nvidia into the discussion of whataboutism when I didn't, I just made 2 posts solely about AMD

 

[the54thvoid]

Oh btw you brought Nvidia into the discussion of whataboutism when I didn't, I just made 2 posts solely about AMD

I can't observe if you keep at it.

I mentioned Nvidia because you literally laughed that AMD were buying companies. Just accept it, your post backfired. ALL companies buy smaller companies. But you felt it was prudent to criticise AMD for it. You singled them out. Yes, AMD thread, but your post was a thinly veiled troll attempt.

It's that simple.

Don't keep at it. Please.

 

[A Computer Guy]

It would be interesting if AMD could provide dev support for AI assisted games. Imagine a game that could tailor itself to the users playing habits to maximize fun or challenge. Combine that with a cloud based data collection they could train AI to play games and use that to provide an AI game testing service on a massive scale. Imagine AAA games not being broken on day 1. Oh well enough day dreaming.

 

[FoulOnWhite]

All companies buy other companies because they developed something, said buyer wants, or needs without licensing it, simple. AMD obviously know what they are doing.

 

[Makaveli]

I almost threw in the towel with AMD after I got my RX 5700 because of driver issues. Thankfully they got it sorted (mostly) because even discounted GPU water blocks are kinda expensive. I'm sure Nvidia has a few issues too somewhere but after I put in my 4060 low profile in a different Windows build for the first time I had zero problems and it felt good, real good. On Linux I was having a much harder time with getting it to play nice but it might have been with the game I was testing and it ended up being a dumpster fire. So I think I've settled for using Nvidia GPU's on Windows and AMD GPU's on Linux as a general rule going forward. Having said that using only the WHQL drivers now my issues have been minimal with AMD GPU's on Windows.

RDNA 1 was a card with alot of issues. I was still on polaris at the time and skipped it and jumped on board at RDNA 2 (6800XT)

LOL AMD would rather spent their money on buying other companies than to innovate new products

AMD to Acquire Silo AI to Expand Enterprise AI Solutions Globally

AMD today announced the signing of a definitive agreement to acquire Silo AI, the largest private AI lab in Europe, in an all-cash transaction valued at approximately $665 million. The agreement represents another significant step in the company's strategy to deliver end-to-end AI solutions...

www.techpowerup.com

Many large corporations do this including Intel and Nvidia what is your point?

Do you seriously think that AMD, a smaller company with fewer resources, should be hoarding cash?

NVidia or Apple, who sit at the top of the market and have no idea what to spend money on anymore. Their cash flow and cash pile is higher and higher, and that's fine for the stage at which they're at. Saving up cash for when your competition catches up and figuring out what to do later is fine and expected as a strategy.

But any smaller company needs to be burning cash to try to catch up. As long as its not losing profits / net-income, that's fine. Buying up a small (but profitable) company is a lot of cash flow, but the investments are obviously worth it. AMD simply isn't in a position where they can have positive cash flow IMO.

lol let him cook he obviously has an MBA and experience running a billion dollar corp.

 

[AleXXX666]

Every masterpiece has its cheap copy.

I hope you are not d..mb and not mean Apple is a masterpiece... piece of... yes.
Back days Apple was masterpiece but nowadays it's a trash in every OS and HW they do

 

[chrcoluk]

Not being a software developer I will confess to not understanding how relevant this may be for AMD future products.

My main thought process is processing it in a way that I think AMD have been doing a lot of good things in recent years and to adjust some focus is risky, but it also tells me they want to become something much bigger and this is in effect an attempt at that.

 

[FoulOnWhite]

I hope you are not d..mb and not mean Apple is a masterpiece... piece of... yes.
Back days Apple was masterpiece but nowadays it's a trash in every OS and HW they do

Aye that's why they sell so many, utter trash.

Can't even really see what Apple has to do with this thread really, unless on a software sense though it will take AMD a while to catch up with Apple, or Nvidia for that matter.

I think they are probably more interested in AI myself, seeing how Nvidia seem to be making so much $$ from it. Good luck to AMD.

 

[AleXXX666]

Aye that's why they sell so many, utter trash.

Can't even really see what Apple has to do with this thread really, unless on a software sense though it will take AMD a while to catch up with Apple, or Nvidia for that matter.

I think they are probably more interested in AI myself, seeing how Nvidia seem to be making so much $$ from it. Good luck to AMD.

lol, bcuz iFruit is HW&SW company.

 

[john_]

This gone to 6 pages? WOW.

Anyway, it seems that AMD is changing to a software company to also not get (far) behind not just Nvidia but also intel.
Intel on track for cumulative software sales of $1 billion by end 2027, exec says

 

[unwind-protect]

This gone to 6 pages? WOW.

Anyway, it seems that AMD is changing to a software company to also not get (far) behind not just Nvidia but also intel.
Intel on track for cumulative software sales of $1 billion by end 2027, exec says

AMD doesn't want to *sell* software, though.

 

[john_]

AMD doesn't want to *sell* software, though.

If they start investing in software seriously, they might start creating software solutions in the future that they could sell. For now they are mostly in building open source solutions that offer alternatives to Nvidia's ones.

 

[unwind-protect]

If they start investing in software seriously, they might start creating software solutions in the future that they could sell. For now they are mostly in building open source solutions that offer alternatives to Nvidia's ones.

I would rather guess that they keep things open source. They might try to charge for support and customization like Redhat does.

It is all about control. The big cloud providers don't like lock-in and software that can be changed against their will. To comete against NVidia AMD has to exploit that.

 

[Nhonho]

It's about time!

 

[Semiconductor_Noob]

Interesting read. There's a lot that goes on behind the scenes that I would miss if not for good coverage and explanations like here in articles.

AMD isn't moving in every direction that pleases everyone. imo too many are focused on lack of competition against Nvidia's flagships but they downplay just how successful AMD has become by AMD's focus on what matters most to them.

can you go into details about this? What do you mean AMD's focus on what matters to them? And you are saying they are too focused on competing with NVDA? Isn't NVDA going cloud, so it's irrelevant now?

All fun and game until you see that AMD is almost out of free cash flow, meanwhile Nvidia is on a different planet
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Or AMD could have reserved some money paying their beta testers ¯\_(ツ)_/¯

what other companies do you think AMD should buy right now to increase their competitiveness?